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Invesco India Smallcap Fund vs Axis Small Cap Fund compare

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tortoise-icon Invesco India Smallcap Fund - Regular Plan - Growth

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tortoise-icon Axis Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
Fund Invesco India Smallcap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6823 Cr ₹25062 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Oct 2018 29 Nov 2013
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI NIFTY Smallcap 250 TRI
Turn Over 47% 5%
Expense Ratio 1.78 1.61
Manager Aditya Khemani Shreyash Devalkar
ISIN Code INF205K011T7 INF846K01K01
Exits Load Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
1 Month 4.87% 4.01%
6 Month -2.25% 0.2%
1 Year 10.3% 6.8%
3 Year 31.66% 24.68%
5 Year 33.8% 30.96%

SIP Return Analysis

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
6 Month 14.74% 12.49%
1 Year 16.81% 14.09%
3 Year 28.52% 21.62%
5 Year 27.73% 22.96%

Rolling Lumpsum Returns

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
1 Year 25.13% 18.22%
3 Year 27.76% 19.38%
5 Year 28.72% 19.81%

Risk Management

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
Standard Deviation 16.67% 11.78%
Sharp 1.18% 1.04%
Beta 0.79% 0.69%
Alpha 4.38% 1.72%

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Fund Managers

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
Name Aditya Khemani Shreyash Devalkar
Total AUM ₹12070 Cr ₹166770 Cr
Funds Managed 3 14
Invesco India Smallcap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth

Market Cap

Scheme Name

Invesco India Smallcap Fund - Regular Plan - Growth

Axis Small Cap Fund Regular Growth

Others 8.08 13.25
Large Cap 2.77 3.96
Small Cap 65.82 66.54
Mid Cap 23.33 16.2

Sector Allocation

Scheme Name

Invesco India Smallcap Fund - Regular Plan - Growth

Axis Small Cap Fund Regular Growth

Others 6.4 13.25
Consumer Cyclical 10.82 -
Healthcare 17.7 -
Financial Services 20.58 -
Industrials 23.62 -
Technology 8.84 -
Basic Materials 6.95 -
Energy 0 -
Real Estate 1.99 -
Communication Services 1.11 -
Consumer Defensive 2 -
Gas - 0.53
Capital Markets - 5.79
Auto Components - 5.57
IT - Services - 1.43
Pharmaceuticals & Biotechnology - 4.24
Retailing - 0.62
Banks - 4.44
Non - Ferrous Metals - 0.38
Healthcare Services - 7.08
Chemicals & Petrochemicals - 7.42
Paper, Forest & Jute Products - 0.19
IT - Software - 3.11
Construction - 2.55
Electrical Equipment - 1.56
Aerospace & Defense - 1.6
Transport Services - 0.19
Textiles & Apparels - 0.67
Agricultural Food & other Products - 2.75
Industrial Products - 5.84
Consumer Durables - 6.02
Finance - 7.7
Realty - 4.66
Agricultural, Commercial & Construction Vehicles - 0.14
Household Products - 1.31
Financial Technology (Fintech) - 1.67
Leisure Services - 1.68
Food Products - 1.29
Cement & Cement Products - 1.84
Industrial Manufacturing - 2.59
Commercial Services & Supplies - 0.54
Cigarettes & Tobacco Products - 0.24
Beverages - 0.58
Insurance - 0.48

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